Schilmoeller & Schoenfield Comms and Staff Portal

An AI-assisted email platform for a CPA firm that polls the firm's Microsoft 365 mailbox every 60 seconds. Claude categorizes each email — category, confidence, summary, tone, escalation check — and a tier engine routes it auto-eligible, review, or escalate. AI drafts replies from the firm's knowledge base, past approved drafts, and rejection feedback, with a hard rule that nothing sends without human approval: review, edit, approve, send, with a 10-second undo. An escalation queue catches IRS notices, legal matters, and complaints; outbound compose, two-way attachments, per-client auto-filing, and full-text search round out the workflow, with an audit log on every action.

• 60-second mailbox polling means nothing sits unread for long
• Learning loop: AI drafts improve from the firm's own approved drafts and rejection feedback
• Hard rule — nothing sends without human review, edit, and approval, with a 10-second undo
• Escalation queue catches IRS notices, legal matters, and complaints before they're missed
• Full audit log covers every action across the platform

• Python 3.12
• FastAPI
• SQLAlchemy
• PostgreSQL 16
• Next.js 14
• TypeScript
• Claude API
• Microsoft Graph
• Docker
• Railway

This is a proprietary platform for PRIME · Schilmoeller & Schoenfield, PC. The live application is not publicly accessible and can't be shared — the stack, scope, and (where shown) screens above reflect the real system.